Sales Ops Support Analyst

Posted Yesterday
2 Locations
In-Office or Remote
Mid level
Fintech • Financial Services
The Role
Support preparation, review, and execution of customer contracts, amendments, SOWs, and quotes. Translate deal terms into clear contractual language, build quotes in Salesforce/CPQ, maintain SOPs and documentation, coordinate with Sales, Legal, Finance, and Operations, support billing/provisioning and onboarding, and identify process improvements to ensure compliance and accurate downstream systems.
Summary Generated by Built In

Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.

Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.

We are seeking a detail-oriented and highly organized Sales Ops Support Analyst to support the development, documentation, and execution of customer agreements and sales transactions. This role is ideal for a professional who excels at contract drafting, interpreting contractual language, process documentation, and quote creation within a regulated financial services environment.

The successful candidate will serve as a key liaison between Sales, Legal, Finance/Billing, and Operations, ensuring customer agreements accurately reflect business terms while maintaining compliance with internal policies and operational requirements. This position requires a unique blend of strong writing skills, business acumen, technical proficiency, and attention to detail.

Our team prides itself on integrity, accountability, and ownership, and we are looking for someone who demonstrates those values in every aspect of their work.

Key Responsibilities
  • Draft, review, edit, and manage customer contracts, amendments, order forms, statements of work, and other commercial documents.
  • Translate business requirements and deal terms into clear, accurate contractual language while ensuring alignment with company standards and approved legal provisions.
  • Partner closely with Sales and Legal teams to negotiate, revise, and finalize agreement language.
  • Review customer requests and identify contractual, operational, and billing implications.
  • Create and maintain Standard Operating Procedures (SOPs), process documentation, and customer-facing documentation.
  • Build and maintain sales quotes within Salesforce and CPQ platforms.
  • Ensure contracts, quotes, and supporting documentation are accurate, complete, and properly maintained for audit and compliance purposes.
  • Collaborate with Legal, Finance/Billing, Sales, and Operations teams to facilitate efficient contract execution and customer onboarding.
  • Support billing and provisioning processes and ensure contractual obligations are accurately reflected in downstream systems.
  • Identify process improvement opportunities and contribute to the development of scalable operational procedures.
  • Manage multiple priorities and deadlines while maintaining a high degree of accuracy and professionalism.
Required Qualifications
  • Minimum 3 years of experience in the banking, financial services, or related regulated industry.
  • Strong experience drafting, revising, reviewing, and interpreting contractual language and commercial agreements.
  • Exceptional written and verbal communication skills with the ability to produce clear, professional business and legal documentation.
  • Working knowledge of Salesforce.
  • Excellent attention to detail and commitment to accuracy.
  • Ability to work effectively with stakeholders across Sales, Legal, Finance/Billing, and Operations.
  • Strong organizational skills with the ability to manage multiple deadlines simultaneously.
  • Self-motivated, proactive, and able to work independently with minimal supervision.
  • Quick learner with strong problem-solving and critical-thinking skills.
Preferred Qualifications
  • Experience with Salesforce CPQ.
  • Experience with Zuora, ServiceNow, and Salesforce Service Cloud.
  • Background supporting contract lifecycle management, sales operations, deal desk, legal operations, or commercial operations functions.
  • Experience creating process documentation and SOPs.
  • Understanding of billing, provisioning, and customer onboarding processes.
Ideal Candidate

The ideal candidate is equally comfortable drafting contractual language, creating process documentation, and building quotes within Salesforce. They have a sharp eye for detail, can quickly understand complex business requirements, and possess the ability to translate those requirements into clear and accurate agreements. They are task-oriented, thrive in a deadline-driven environment, and take ownership of their work from initiation through completion. Most importantly, they demonstrate integrity, accountability, and a commitment to delivering high-quality results every time.

Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.

Skills Required

  • Minimum 3 years of experience in the banking, financial services, or related regulated industry.
  • Strong experience drafting, revising, reviewing, and interpreting contractual language and commercial agreements.
  • Exceptional written and verbal communication skills with ability to produce clear business and legal documentation.
  • Working knowledge of Salesforce.
  • Excellent attention to detail and commitment to accuracy.
  • Ability to work effectively with stakeholders across Sales, Legal, Finance/Billing, and Operations.
  • Strong organizational skills with the ability to manage multiple deadlines simultaneously.
  • Self-motivated, proactive, and able to work independently with minimal supervision.
  • Quick learner with strong problem-solving and critical-thinking skills.
  • Experience with Salesforce CPQ.
  • Experience with Zuora.
  • Experience with ServiceNow and Salesforce Service Cloud.
  • Background supporting contract lifecycle management, sales operations, deal desk, legal operations, or commercial operations.
  • Experience creating process documentation and Standard Operating Procedures (SOPs).
  • Understanding of billing, provisioning, and customer onboarding processes.

Candescent Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Candescent and has not been reviewed or approved by Candescent.

  • Leave & Time Off Breadth Policies include unlimited vacation for full-time exempt staff, tenure-based accrual for non-exempt, plus floating holidays and sick leave. This breadth of time off suggests flexibility across employment classifications.
  • Wellbeing & Lifestyle Benefits A discount program is cited that provides access to deals at over 250 retailers. This perk adds everyday savings beyond core benefits.

Candescent Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Atlanta, Georgia
1,030 Employees
Year Founded: 2024

What We Do

Candescent brings together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes. And we’re here to help you extend, differentiate and illuminate your digital-first banking experiences. Our industry-leading products and services, cloud architecture and on-demand developer tools give you the power to differentiate and deliver seamless customer journeys.

Similar Jobs

Remote or Hybrid
US
15100 Employees
164K-241K Annually

Circle (circle.so) Logo Circle (circle.so)

Software Engineer

Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
Easy Apply
Remote
31 Locations
250 Employees
130K-140K Annually

Toast Logo Toast

Machine Learning Engineer

Cloud • Fintech • Food • Information Technology • Software • Hospitality
Remote
US
5000 Employees
193K-309K Annually

Garner Health Logo Garner Health

Feed Integrations Associate

Big Data • Healthtech • HR Tech • Machine Learning • Software • Telehealth • Big Data Analytics
Easy Apply
Remote
USA
350 Employees
54K-70K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account